Overview At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money. We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference. Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started. About the Role Addition Wealth is looking for a Client Success Manager to help us grow and scale our business. If you enjoy streamlining and improving on operational processes, managing key client relationships, working with end users to understand key needs and pain points, and driving exceptional business results, we’d love to hear from you. You will succeed if you are customer-focused, scrappy, strategic, data-driven, highly organized, detail-oriented, and willing to dive into challenges of all shapes and sizes. We’re looking for the following: You have 4+ years of experience in client-facing roles such as account management, customer success, consulting, or business operations — with a strong track record of using data and strategic thinking to drive results At least 2+ years prior experience or domain expertise in the fintech , financial services , technology, benefits , or HR tech spaces. A generalist who is smart, flexible, and a fast learner Comfortable working in a fast-paced environment that will require you to manage competing priorities and deadlines, pivot quickly, and build new processes as the company scales An analytical and structured thinker with strong written and verbal communication skills A clear communicator who is not afraid to speak their mind with strong interpersonal skills Open to 30% travel to client sites Nice to have: Previous tenure at an early-stage/startup company What you’ll work on: Onboarding and Account Management / Customer Success: Managing key customer relationships, you’ll be the key point of contact for many of our employer partners and users. Customer Support: You’ll lead our customer support function. This means you’ll be at the heart of it all - hearing valuable feedback from customers and end users. Build operational tests and processes for the first time. We are still early - this means you will be iterating on existing processes and building new ones What you’ll get: Opportunity to partner directly with the Founding Team of an early stage company High Impact - Ability to drive real impact and have ownership over your work Flexibility - We are a fully remote and distributed company. This means you can work from wherever you want! However, ability to work EST or CST hours preferred. Endless growth - We care about your professional and personal growth. Stretch into areas that interest you and grow with the company as we scale Mission Driven - You’ll see the product of your work – directly improving the financial health of thousands of people in the US through access to high quality financial expertise We also offer great benefits & perks including: Competitive salary : We know it’s a competitive market out there, and we offer competitive salaries to our employees 401(k) & Employer Match : As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals. Work from anywhere : We're remote first with a home base in NY. WFH or cowork with nearby teammates - it’s up to you. Health insurance & wellness benefits : Flexible healthcare options, including dental and vision, as well as healthcare FSA account. Equity compensation : As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies. Generous parental leave : You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave. Unlimited vacation : We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays. Company offsites : Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun! Unlimited access to financial professionals : Need advice on your personal finances or taxes? Our Financial Pros are available to you, always. 80000 - 120000 USD a year Salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target salaries for the position across all US locations. Individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. The salary range reflects the base salary only.
Listed by Addition Wealth for a position based in the United States. Employers on this board attest they are hiring domestically.
At Addition Wealth, we’re on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, we empower individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. Our work not only reduces stress and improves productivity but transforms how people think about and manage their money.
We’re not just another financial wellness platform. We are pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences. At Addition Wealth, you’ll have the opportunity to solve complex challenges, push the boundaries of what’s possible, and create tools that truly make a difference.
Our impact has been recognized globally. Backed by top fintech VCs including Barclays, Anthemis, and Nyca, Addition Wealth has been named one of Business Insider’s 54 Promising Fintech Companies to Watch, honored with UBS’ Female Founder Award 2023, and selected as a World Economic Forum Top Innovator. We’ve also been featured in Bloomberg, TechCrunch, Insider, Forbes, and other leading publications. Together, we’re building something extraordinary—and we’re just getting started.
We are looking for a Full Stack, Staff Software Engineer to help build out the product set of Addition Wealth. Our technical stack is built primarily in Typescript and hosted on AWS. Major frameworks we use include both Nestjs and Nextjs and our primary data stores are in Postgres. You do not need to know all of these technologies, but capability in similar stacks is nice to have.
You will be expected to have strong technical, problem solving and organizational skills. Candidates will be expected to demonstrate systems design, project management, and mentorship skills as well.
\n
What we're looking for
Strong technical talent - you have deep experience building, deploying, monitoring and scaling modern serverless or container-based systems
A bias for action - you can move quickly and prefer to launch and gather early data over absolute perfection. You know when to hack a solution vs. build robust systems for the long term
Good product sense - you can weigh tradeoffs and suggest creative solutions to delivering the best overall product to our customers, even with resource and time constraints
Autonomous - You enjoy choosing what you work on and are responsible for maximizing your own impact
What you’ll work on:
Architect and build systems from scratch, making the right tradeoffs for risk and long-term maintainability
Lead, build, test, and release products with stringent correctness and scalability requirements. These products include personal finance scenario builders, tax calculators, and more
Tackle complex integrations within the personal finance space to enable smooth customer experiences and accurate financial reporting
You’ll shape the product strategy and tech organization: you’ll have significant input into our product development process - this includes helping to scope what we are building and how we are building it to optimize for both speed and elegant user experience
Some of the things you can expect:
High Impact - Ability to drive real impact and help build a company from the ground up
Flexibility - We are a fully remote and distributed company. This means you can work from wherever you want!
Endless growth - We care about your professional and personal growth. Stretch into areas that interest you and grow with the company as we scale
Mission Driven - You’ll see the product of your work – directly improving the financial health of thousands of people in the US through access to high quality financial expertise
We believe that working remotely and flexibly is key to individual and team success, as such we have a small but talented US-based team that is spread throughout the globe.
Our Tech Stack
Typescript
NodeJS frameworks NestJS and NextJS
Terraform and Cloudformation
Postgres and Redshift
Perks & Benefits
Competitive salary
401(k) & Employer Match
Work from anywhere
Health insurance & wellness benefits
Equity compensation
Generous parental leave
Unlimited vacation
Company offsites
Unlimited access to financial professionals
\n
$165,000 - $220,000 a year
\n
#LI-Remote
Listed by Addition Wealth for a position based in the United States. Employers on this board attest they are hiring domestically.
Financial Management
813 days ago
BILINGUAL - Experienced Financial Professional (US Only; Professional Designations Required)
At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness and literacy as an employee benefit.
We are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations and are passionate about our mission, financial planning and providing a great customer experience to join our network of financial professionals.
\n
What you will do
Conduct one-on-ones with employees, and their families, at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, retirement, budgeting & savings, debt management, etc.)
Contribute to content development, programming and product for the company
Partner with Addition Wealth’s leadership team to create frameworks for expansion
Preferred Qualifications
Professional working proficiency to read, write, and speak English and Spanish
CFP required
CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred
Must operate own RIA
At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor
Why work with Addition Wealth
Drive the industry forward: Help transform an antiquated industry and make personalized financial insights accessible for all.
Focus on what you do best: You can focus on financial planning and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you.
Take advantage of the best-in-class technology: Be the first to get access to Addition's proprietary technology to make your work easy and seamless.
Help build new financial products: Help us build for today’s employees. Your feedback directly impacts our technology, company and culture.
Flexible hours and work from anywhere: Partnering with Addition Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business – a perfect opportunity while building out your own RIA!
\n
About Addition Wealth
Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. We work with leading companies to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce their stress, be more productive, and make the most of their money.
We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to promote financial literacy and revolutionize the way individuals make financial decisions.
Addition is backed by a team of fintech VCs and angel investors that have built companies like Carta, Acorns, Carbon Health, Betterment and more.
Listed by Addition Wealth for a position based in the United States. Employers on this board attest they are hiring domestically.
Financial Management
1658 days ago
Experienced Financial Professional (US Only; Professional Designations Required)
At Addition Wealth, our mission is to make personalized financial expertise accessible and inclusive, empowering employees to make the most of their money. We partner with leading companies to provide financial wellness and literacy as an employee benefit. We are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations and are passionate about our mission, financial planning and providing a great customer experience to join our network of financial professionals. What you will do Conduct one-on-ones with employees at Addition Wealth’s partner companies to provide education on a variety of personal finance topics (e.g. stock options, retirement, budgeting & savings, debt management, etc.) Contribute to content development, programming and product for the company Partner with Addition Wealth’s leadership team to create frameworks for expansion Preferred Qualifications CFP required CPA (Certified Public Accountant), EA (Enrolled Agent), and other professional designation strongly preferred At least 4 years of experience in financial planning, managed accounts, or investment advisory at a Registered Investment Advisor Why work with Addition Wealth Drive the industry forward : Help transform an antiquated industry and make personalized financial insights accessible for all. Focus on what you do best : You can focus on financial planning and clients, and we’ll handle the rest. No need to focus on marketing or sales calls, we bring the users to you. Take advantage of the best-in-class technology : Be the first to get access to Addition's proprietary technology to make your work easy and seamless. Help build new financial products : Help us build for today’s employees. Your feedback directly impacts our technology, company and culture. Flexible hours and work from anywhere : Partnering with Addition Wealth means you work the hours you want, from the location you want. We do not require a dedicated number of hours and you are welcome to work with us alongside your own business – a perfect opportunity while building out your own RIA! About Addition Wealth Addition Wealth is transforming financial health to make personalized financial expertise inclusive and accessible to all. We work with leading companies to provide employees access to robust digital tools, an extensive knowledge center, and access to top financial professionals to better understand their finances and navigate personal finance decisions. As a result, we help employees reduce their stress, be more productive, and make the most of their money. We aren't your typical financial wellness benefits platform. We are deeply motivated by the opportunity to promote financial literacy and revolutionize the way individuals make financial decisions. Addition is backed by a team of fintech VCs and angel investors that have built companies like Carta, Acorns, Carbon Health, Betterment and more.
Listed by Addition Wealth for a position based in the United States. Employers on this board attest they are hiring domestically.
Select a role
The full posting opens here — pay, setting and the full description, without leaving the list.